Investmark Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Investmark Advisory Group’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	5,236 +6	+0.1%	+$1.4K	0.48%	51
2026 Q1	$1.12M	Buy	5,230 +11	+0.2%	+$2.41K	0.48%	49
2025 Q4	$1.1M	Buy	5,219 +61	+1%	+$12.6K	0.47%	50
2025 Q3	$1.05M	Sell	5,158 -6	-0.1%	-$1.19K	0.46%	50
2025 Q2	$1M	Buy	5,164 +7	+0.1%	+$1.3K	0.47%	49
2025 Q1	$970K	Buy	5,157 +7	+0.1%	+$1.33K	0.48%	43
2024 Q4	$953K	Buy	5,150 +9	+0.2%	+$1.73K	0.47%	46
2024 Q3	$976K	Buy	5,141 +9	+0.2%	+$1.64K	0.47%	45
2024 Q2	$895K	Buy	5,132 +6	+0.1%	+$1.05K	0.48%	45
2024 Q1	$918K	Buy	5,126 +129	+3%	+$21.8K	0.5%	46
2023 Q4	$826K	Buy	4,997 +6	+0.1%	+$927	0.48%	47
2023 Q3	$758K	Buy	4,991 +116	+2%	+$18.4K	0.51%	43
2023 Q2	$769K	Buy	4,875 +34	+0.7%	+$5.2K	0.51%	43
2023 Q1	$737K	Sell	4,841 -5,437	-53%	-$840K	0.54%	41
2022 Q4	$1.56M	Buy	10,278 +5,398	+111%	+$808K	1.16%	24
2022 Q3	$663K	Sell	4,880 -35	-0.7%	-$5.26K	0.6%	39
2022 Q2	$712K	Sell	4,915 -689	-12%	-$108K	0.7%	32
2022 Q1	$930K	Buy	5,604 +450	+9%	+$73.9K	0.96%	24
2021 Q4	$865K	Buy	+5,154	New	+$844K	0.81%	25

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Investmark Advisory Group's IWD Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.11% in Q2 2026, buying an estimated $1.4K and bringing the position to 5,236 shares worth $1.27M. The position accounts for 0.48% of the portfolio, ranked #51.

Investmark Advisory Group first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2022. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Investmark Advisory Group held 5,236 shares of iShares Russell 1000 Value ETF worth $1.27M as of Q2 2026.
Investmark Advisory Group bought 6 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.4K.
iShares Russell 1000 Value ETF made up 0.48% of Investmark Advisory Group's portfolio in Q2 2026, its #51 holding.
Investmark Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Investmark Advisory Group's iShares Russell 1000 Value ETF position peaked at $1.56M in Q4 2022.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.